Archvest Wealth Advisors, Inc.: TSLA position timeline

Archvest Wealth Advisors, Inc. held 709 TSLA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 709 shares

   Change vs previous 13F +709 shares

   0.17% of the 13F portfolio, value $298,205.

   13F-HR 0001910174-26-000004 filed by Archvest Wealth Advisors, Inc.
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-12-31

   13F/A 0 shares

   Change vs previous 13F -466 shares

   13F-HR/A 0001910174-26-000002 filed by Archvest Wealth Advisors, Inc.
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-09-30

   13F 466 shares

   Change vs previous 13F +466 shares

   0.18% of the 13F portfolio, value $207,240.

   13F-HR 0001910174-25-000006 filed by Archvest Wealth Advisors, Inc.
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -522 shares

   13F-HR 0001910174-25-000002 filed by Archvest Wealth Advisors, Inc.
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-12-31

   13F 522 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $210,804.

   13F-HR 0001910174-25-000001 filed by Archvest Wealth Advisors, Inc.
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).